Ebony Montesino joined the firm in April 2017 in an office management role before transitioning to the wealth advisory team as a current Senior Client Service Associate. She has an extensive background in administrative services and operations, specializing in executive support, calendar management and financial coordinating. Before joining the firm, she was an Executive Assistant at Cantor Fitzgerald Wealth Partners and worked for many years with NBC Universal. A graduate of the College of Westchester (cum laude), Ebony studied to be a Processing Specialist and Administrative Assistant. She also earned an Associate of Applied Science Degree from the University of Phoenix in Business and is currently working toward a bachelor’s degree in Business and Financial Planning.

Previous Experience

  • Executive Administrative Assistant at Cantor Fitzgerald
  • Operations Manager and Executive Assistant at Human Capital

Education & Credentials

  • AA, University of Phoenix, Business Administration & Management